See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,547 | $99,341-75.3% | $84,750-71.0% | $273,961-91.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 2.36% | 22.93%-20.6pp | 22.78%-20.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,363 | $4,214-67.7% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $1,897 | $4,269-55.6% | $3,712-48.9% | $5,287-64.1% |
| Admin fee / account holder | $772 | $6,644-88.4% | $5,332-85.5% | $10,132-92.4% |